DFX Intelligence
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Reading the graph
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Allocators
Minneapolis, MN
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| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| L•••••••• D••••• S••••••• C•• I• | W•••• F•••• | Pooled vehicle | $31.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| L•••••••• D••••• S••••••• C•• I• | n/a | Pooled vehicle | $17.2M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 76 | $4.1M | Dec 31, 2023 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| P•••••••• A•••• M••••••••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| P•• U• C••••••••• L•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| A•••••••• | n/a | Dec 31, 2023 | n/a | yes | fact |
| Collective trust |
| Dol form 5500 pension |
| L•••••••• D••••• S••••••• C•• I• | W•••• F•••• | Pooled vehicle | $2.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•••••••• S• I••••••••• F••• S• | A•••••••• | Pooled vehicle | $1.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |